Regional Growth Specialist

Do you thrive on opening doors, creating opportunities, and building pipeline from the ground up? Roundstone Insurance is looking for a motivated, proactive, and ambitious individual to join our growing sales team as a Regional Growth Specialist.

This role plays a critical part in our continued growth. As a Regional Growth Specialist, you’ll ensure no opportunity goes untouched prospecting into leads generated by our marketing team while also creating your own through outbound efforts. In this role, you’ll serve as the tip of the spear identifying prospects, initiating conversations, and setting the stage for our sales leaders to close new business.

You’ll develop expertise across multiple channels including Linked In, cold calling, email, and events, all while playing a key role in building pipeline and driving revenue growth.

You’ll work closely with both marketing and sales, helping refine outreach strategies, engage warm leads, and uncover organizations ready for a better approach to healthcare. With our proven model, this role not only supports our rapid growth but also provides a clear path for your own career advancement within the organization.

• Prospect & qualify leads through outbound calling, emailing, and social selling.
• Create sequence-based workflows in our sales enablement tool to manage your follow-up and help promote high volume, efficient outreach.
• Conduct high-volume outreach (calls, Linked In, email) to connect with potential clients and decision-makers.
• Collaborate with marketing to develop and execute targeted campaigns that generate engagement and interest.
• Set qualified appointments and meetings for the sales team, tracking and managing pipeline progress in our Customer Relationship Management (CRM) system.
• Nurture warm leads and stay engaged through value-driven communication and consistent follow-ups.
• Work cross-functionally with marketing and senior sales reps to improve messaging, targeting, and conversion strategies.
• Assist event marketing efforts by coordinating with company’s Marketing Event Coordinator.
• Travel at least once a month for in-market prospecting, events, training or team collaboration.
• Maintain detailed records of outreach, conversations, and next steps within sales platforms.

• 3-5 years of sales experience preferred (internships, inside sales, retail, or customer-facing roles count).
• Unshakable hunger and grit you want to be in a high-paced sales and grow into a closer-level role.
• Fearless with the phone and comfortable making cold calls daily.
• Excellent verbal and written communication skills.
• Familiarity with CRMs (e.g., Salesforce, Pardot), sales automation, and Linked In and go-to-market platform such as Zoom Info.
• Experience with Sales Enablement tools like Outreach or other similar platforms.
• Entrepreneurial and innovative mindset motivated to bring new ideas to the table.
• Curious, coachable, and motivated by performance-based growth and earnings.
• Able and willing to travel monthly to support relationship-building efforts and team events.
• Bonus:
  Experience in insurance, benefits, or healthcare B2B sales is a plus but not required.
• Life & Health Insurance license required to start selling (Roundstone will help you obtain if you are not already licensed.)

We’re leaders in our industry, so naturally, we look out for our employees’ best interests with a robust benefits package. Roundstone employees are eligible for:

• Medical, dental and vision benefits
• Annual bonus
• Dependent care 100% match up to max allowable
• Parental leave
• PTO beginning on Day 1
• Healthy work/life balance
• Hybrid office schedule
• 401(k) plan with company match
• Employee Assistance Program
• On-site gym with personal trainer access
• Life insurance and short term disability insurance

Headquartered in Rocky River, Ohio, Roundstone is proud to be a Northeast Ohio Top Workplace, as recognized by The Plain Dealer and , based on anonymous employee feedback. We foster a supportive, values-driven culture where employees feel engaged, valued, and celebrated. Roundstone has also been named an Inc. 5000 award recipient for eight consecutive years,…